Grau, David
David Grau Jr. is the CEO of Succession Resource Group, the nation’s leading consulting firm on advisor valuation, acquisition and succession planning. Over the last decade, David has been nominated and won numerous awards for SRG’s work and thought leadership in the financial services industry, and has personally assisted hundreds of advisors buy, merge, sell, […]
Zamy, Vanessa
Vanessa Zamy, known as The Business Defibrillator®, is a catalyst for transformative change within organizations. As Managing Principal of LiberationX Contracts, Vanessa and her team partner with your HR to build high-performing leaders that can navigate the complexities of the modern workplace. Vanessa brings a wealth of experience working with organizations, from Fortune 500 companies […]
Slabaugh, Joy
Joy Slabaugh is a CERTIFIED FINANCIAL PLANNER™ professional, licensed therapist, and educator specializing in the psychological and relational dynamics of wealth. With advanced degrees in taxation and mental health counseling, she bridges the gap between financial strategy and human connection, helping high-net-worth individuals, couples, and financial advisors navigate the complexities of wealth with greater clarity, […]
Goren, Matt
Matt J. Goren, PhD CFP® designs and delivers industry-leading financial planning education at scale. He combines lessons from his teaching experience with best practices in adult education, artificial intelligence, and organizational psychology. He is an Investment News “40 under 40” and has won national awards from ThinkAdvisor, Investopedia, Yahoo! Finance, and the AFCPE. Matt is […]
Hougan, Matthew
Matt Hougan is the Chief Investment Officer for Bitwise Asset Management, a specialist crypto asset manager that manages more than $15 billion across a suite of more than 25 ETFs, index funds, SMAs, and active strategies. Before joining Bitwise in 2018, Hougan was CEO of ETF.com, where he created the first ETF data, ratings, and […]
Cookman, Ellen
At Cookman Law, we’re passionate about helping families with loved ones who will need extra support after the parents are gone. We help parents design an estate plan and build a professional team that provides scaffolding for their loved ones to thrive, ensuring financial security and protection. We then continue supporting families through our Client […]
Kroeger, Russell
Russell has been a financial planner for over a decade, specializing in serving founders, early employees, and executives in the startup ecosystem. While building a San Francisco-based RIA, he guided clients through work-life transitions, prepared several hundred tax returns, and advised on $800M+ in liquidity events at companies like GitHub, Slack, Roblox, Airbnb, Asana, Palantir, […]
Wallace, Joaquin E
Dr. Joaquin Wallace is a nationally recognized leader in behavioral finance and generational wealth development. He is the creator of the Seven-Stage Generational Wealth Model® and the Financial Genetic Code®, frameworks that help financial professionals better understand and influence client behavior. An accomplished speaker, educator, and consultant, he integrates emotional well-being, neuroscience, and financial planning […]
Johnson, Meredith
Meredith Johnson, CPA, CFP® is a partner at BPM LLP in San Francisco, and leads the Private Client tax practice. Meredith holds an active CPA license in California and is also a Certified Financial Planner practitioner. Her professional leadership roles include serving as State Board Chair of the California Society of CPAs and head of […]
Murtha, Frank
Frank Murtha holds a doctorate in Counseling Psychology from The University at Buffalo where he did his dissertation on cognitive errors in gambling behavior. He has taught at numerous colleges including Marist, Baruch, and NYU. In 2001, he co-founded MarketPsych LLC, the first Behavioral Finance consulting firm in North America, where he specialized in helping […]